Metalogix Essentials for Office 365 2.8 - User Guide

Interface Overview

In order to access the Informant tab, you must click on the Arrows next to the Help tab, at the end of the top panel, and select Informant from the dropdown list.

 

The application consists of two primary panes (1) Navigator and the Informant Area which includes the (2) Policy Groups, (3) Rules, and (4) Details tab. The Details tab enumerates the condition(s) and action(s), when a specific Policy Group or Rule is selected. A set of windows is automatically generated when a Loading or Downloading operation is performed.

Navigator Pane

The objects displayed in the Navigator area are limited to sites, sub-sites, lists and libraries. Double-clicking on any of the sites, lists or libraries will trigger the application to display the content for that object. In addition, a set of options is available from right-click menus and the ribbon at the top of the screen.

Informant Area

The Informant Area displays the Policy Groups tab and the Rules tab. The Informant Area also contains the Details tab, which enumerates the condition(s) and action(s), is also displayed when a specific Policy Group or Rule is selected.

You may use the Policy Groups tab to select individual Policy Groups to Use, Create, or Delete.  You may also Import and Export Policy Groups from this tab using the .pack file format.

You may use the Rules tab to select individual Rules to Create, Edit, or Delete.

·In order to select (or deselect) multiple items located directly below each other, click on the first item and then holding the SHIFT key, click on the last item. All the files located between the two items will be highlighted.

·In order to select (or deselect) multiple items which are not located next to each other, hold down the CTRL key and select individual files.

 
The Details tab, which enumerates the condition(s) and action(s), is also displayed when a specific Policy Group or Rule is selected.

Connect to SharePoint and OneDrive for Business

The initial step in using the platform is to connect to your SharePoint/Office 365 environment. It supports multiple connection approaches and dozens of different authentication schemes. The steps to connecting to your SharePoint/Office 365 environment will vary depending on the Connection Type you select. See this topic's subsections for more details on the different connection types.